LSAG
EMXC icon

Lake Street Advisors Group’s iShares MSCI Emerging Markets ex China ETF EMXC Stock Holding History

Lake Street Advisors Group’s Portfolio EMXC Stock Details EMXC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-54,379
Closed -$3.13M – 637
2024
Q1 		$3.13M Buy
54,379
+114
+0.2% +$6.34K 0.15% 97
2023
Q4 		$3.01M Buy
54,265
+573
+1% +$29.5K 0.15% 95
2023
Q3 		$2.68M Buy
53,692
+6,758
+14% +$351K 0.16% 94
2023
Q2 		$2.44M Buy
46,934
+432
+0.9% +$21.9K 0.13% 104
2023
Q1 		$2.29M Buy
46,502
+8,141
+21% +$402K 0.14% 100
2022
Q4 		$1.82M Buy
38,361
+21,530
+128% +$1.03M 0.12% 114
2022
Q3 		$745K Buy
+16,831
New +$819K 0.05% 164

Other funds holding EMXC

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
PCIG
Partners Capital Investment Group Boston, Massachusetts $2.65B AUM 16.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return